Equity Analyst, Event-driven, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with experience in fundamental and event-driven research in Frontier and Emerging markets. 

On Smartkarma, I mainly publish insights on special situations such as mergers & acquisitions, index rebalance events, equity offerings, buybacks, and other corporate restructuring events mainly in the Asia-Pacific and European equity markets.

Equity Analyst, Event-driven

The Rise of Shareholder Activism in India

Allcargo (AGLL IN): ECUW Stake Sale at US$1bn Proposed Valuation

Allcargo (AGLL IN): More-Than-Triple Now. What Next?

Allcargo (AGLL IN): Process Reinitiated! 70%+ Up Now. Should You Still Chase?

Allcargo Logistics (AGLL IN): Indian Delisting Offer Trading Cheap

Failed Exit Offers in India: Lessons for VEDL, ADANI, and HEXW?

Allcargo (AGLL IN): +42% Up So Far. How Much More to Go?

The End of Parabolic Moves for Adani Group Companies?

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<a href="https://www.smartkarma.com/entities/allcargo-logistics-ltd" target="_blank" data-smartkarma-citation="entities:10602:1" rel="noopener">Allcargo Logistics (AGLL IN)</a> announced after market-close yesterday that their shareholders had rejected their proposal for voluntary delisting bringing an abrupt end to an event trade that was gathering a lot of momentum. Since the time the Deal was announced in August 2020, Allcargo share price has more-than-doubled.However, this is now a Deal Break situation. More below the fold.

Allcargo Logistics (AGLL IN) announced after market-close yesterday that their shareholders had rejected their proposal for voluntary delisting bringing an abrupt end to an event trade that was gathering a lot of momentum. Since the time the Deal was announced in August 2020, Allcargo share price has more-than-doubled.However, this is now a Deal Break situation. More below the fold.

Allcargo (AGLL IN): Shareholders Reject! What Now?